+10.2%
FLEX vs ZETA
+55.9%
-45.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.3% | -0.7% | +4.1% |
| 7D | -19.3% | -0.4% | -18.9% | -19.2% |
| 30D | -41.5% | -8.0% | -33.5% | -41.2% |
| 3M | -43.1% | +21.4% | -64.5% | -43.4% |
| 6M | -48.2% | +80.1% | -128.3% | -49.4% |
| YTD | +15.5% | +52.5% | -37.0% | +12.1% |
| 1Y | +10.2% | +58.5% | -48.3% | +6.1% |
| All | +10.2% | +55.9% | -45.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling